Remote Insurance Account Representative

AO Garcia Agency; Oregon; Hybrid; USD 50,000 - 80,000; Full time

Benefits offered by this job

No Cold Calling

Full training

Work from home

Current tech stack

Job summary

AO Garcia Agency is seeking a virtual consultant in the United States (Oregon) to assess needs, teach options, and stay engaged after the first meeting. The role emphasizes relationship-building and ongoing client support.

Responsibilities include handling admin tasks (notes, appointments, CRM hygiene), leveraging the current tech stack, and performing full training with a focus on a quality pipeline. This is work-from-home with a performance-based advancement path.

Qualifications

• Assess client needs and present options.
• Maintain relationship after first meeting.
• Admin tasks: notes, appointments, CRM hygiene.
• Comfort with camera and virtual meetings.

Responsibilities

• Assess client needs and present options.
• Stay in relationship after first meeting.
• Handle admin: notes, appointments, CRM hygiene.
• Work from home with current tech stack.

Skills

Relationship-building

Needs assessment

Communication

Remote work discipline

Job description

Virtual consultant role. You assess needs, teach options, and stay in the relationship after the first meeting.

Admin is part of the job: notes, appointments, CRM hygiene.

What comes with the seat

• No cold calling
• Qualified-interest pipeline
• Performance-based advancement
• Full training
• Current tech stack
• Work from home

Traits that work here

Driven. Trainable. Dependable. Comfortable competing. Fine with a camera.